Austin Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Austin Wealth Management, LLC
- $456 Billion
- Q3 2024
A detailed history of Austin Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Austin Wealth Management, LLC holds 14,119 shares of SPDW stock, worth $498,118. This represents 0.11% of its overall portfolio holdings.
Number of Shares
14,119
Previous 14,627
3.47%
Holding current value
$498,118
Previous $530 Million
1.53%
% of portfolio
0.11%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding SPDW
# of Institutions
955Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.18 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.88 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$962 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$620 Million16.39% of portfolio